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Wisdomtree Cboe S&p 500 Putwri shares owned by Cascades Capital Asset Management

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by Cascades Capital Asset Management from 13F filings

Historical chart of Cascades Capital Asset Management investment in Wisdomtree Cboe S&p 500 Putwri

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All positions including Wisdomtree Cboe S&p 500 Putwri held by Cascades Capital Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Cboe S&p 500 Putwri by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $135k 4.1k 33.02

More positions owned by Cascades Capital Asset Management

Vanguard Dividend Appreciation ETF Equity (VIG)
Vanguard S&P 500 ETF Equity (VOO)
Vanguard S&P 500 Value Equity (VOOV)
Microsoft Corp Equity (MSFT)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Vanguard Value ETF Equity (VTV)
Alphabet Inc Class A Equity (GOOGL)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
S P D R S&p 500 Etf Equity (SPY)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard International Divdend ETF Equity (VIGI)
Lilly Eli & Company Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Cary Street Partners Financial
Castle Wealth Management
Granite Bay Wealth Management
Trust Point
Solutions 4 Wealth
Raymond James Financial
Cetera Investment Advisers
Compass Financial Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Envestnet Asset Management
WealthPlan Investment Management
UBS Group

View all funds holding Wisdomtree Cboe S&p 500 Putwri